Valley Wealth Managers’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Valley Wealth Managers’s Portfolio XOP Stock Details XOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$174	Sell	1 -30	-97%	-$5.35K	﹤0.01%	329
2026 Q2	$4.78K	Hold	31	–	–	﹤0.01%	303
2026 Q1	$5.63K	Sell	31 -67	-68%	-$10.1K	﹤0.01%	285
2025 Q4	$12.4K	Hold	98	–	–	﹤0.01%	270
2025 Q3	$13K	Sell	98 -181	-65%	-$23.4K	﹤0.01%	251
2025 Q2	$35.1K	Sell	279 -337	-55%	-$40.4K	﹤0.01%	213
2025 Q1	$81.1K	Sell	616 -56,235	-99%	-$7.54M	0.01%	189
2024 Q4	$7.53M	Buy	56,851 +23,231	+69%	+$3.18M	0.56%	50
2024 Q3	$4.42M	Sell	33,620 -853	-2%	-$118K	0.33%	71
2024 Q2	$5.01M	Sell	34,473 -5,009	-13%	-$758K	0.4%	56
2024 Q1	$6.12M	Sell	39,482 -365	-0.9%	-$50.5K	0.46%	51
2023 Q4	$5.46M	Buy	39,847 +390	+1%	+$54.9K	0.43%	52
2023 Q3	$5.84M	Buy	+39,457	New	+$5.65M	0.49%	55
2017 Q1	–	Sell	-100	Closed	-$17K	–	252
2016 Q4	$17K	Hold	100	–	–	﹤0.01%	164
2016 Q3	$15K	Hold	100	–	–	﹤0.01%	165
2016 Q2	$14K	Buy	+100	New	+$13.7K	﹤0.01%	169
2016 Q1	–	Sell	-16,433	Closed	-$1.99M	–	115
2015 Q4	$1.99M	Buy	+16,433	New	+$2.34M	0.36%	45
2015 Q3	–	Sell	-1,508	Closed	-$281K	–	102
2015 Q2	$281K	Buy	1,508 +35	+2%	+$7.15K	0.05%	94
2015 Q1	$304K	Sell	1,473 -6,485	-81%	-$1.26M	0.05%	95
2014 Q4	$1.52M	Buy	7,958 +7,109	+837%	+$1.58M	0.27%	51
2014 Q3	$234K	Hold	849	–	–	0.04%	98
2014 Q2	$279K	Buy	849 +23	+3%	+$7.07K	0.05%	102
2014 Q1	$237K	Buy	826 +10	+1%	+$2.72K	0.05%	98
2013 Q4	$224K	Buy	+816	New	+$223K	0.05%	97

Other funds holding XOP

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Stapp Wealth Management Olympia, Washington $77.2M AUM 13.44% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Valley Wealth Managers's XOP Position: Q3 2026 in Review

Valley Wealth Managers reduced its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 97% in Q3 2026, selling an estimated $5.35K and leaving 1 share worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Valley Wealth Managers first reported a position in XOP in Q4 2013 and has held it in 24 quarters since. The position peaked at $7.53M in Q4 2024. 74 funds tracked by Wall St. Rank hold XOP as of Q3 2026.

Valley Wealth Managers held 1 share of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $174 as of Q3 2026.
Valley Wealth Managers sold 30 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $5.35K.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #329 holding.
Valley Wealth Managers first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2013 and has held it in 24 quarters since.
Valley Wealth Managers's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $7.53M in Q4 2024.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.